--- title: "Connect Aplos and Lead Forensics - APIANT.ai" description: "When \"New contact\" fires in Aplos, your agent runs \"Find businesses by assigned user\" in Lead Forensics." canonical: "https://apiant.ai/connect/aplos-to-lead-forensics" --- # Connect Aplos and Lead Forensics When **New contact** fires in [Aplos](https://apiant.ai/connections/aplos), your agent runs **Find businesses by assigned user** in [Lead Forensics](https://apiant.ai/connections/lead-forensics), or **New Visit** in Lead Forensics to **Find contacts** in Aplos. Describe the whole flow and it is built, tested on every scenario and kept running. Aplos **3** triggers Aplos **13** actions Lead Forensics **2** triggers Lead Forensics **9** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Aplos and Lead Forensics to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Aplos and Lead Forensics can do together ### From Aplos to Lead Forensics - When **New contact** in Aplos then **Find businesses by assigned user** in Lead Forensics - When **New contribution** in Aplos then **Find pages by visit** in Lead Forensics ### From Lead Forensics to Aplos - When **New Visit** in Lead Forensics then **Find contacts** in Aplos - When **New Visit Filtered** in Lead Forensics then **Get contact** in Aplos Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Aplos and Lead Forensics ## Triggers and actions 5 triggers · 22 actions - Trigger **New contact** Triggers when a new contact (a donor, individual or company) is added in Aplos. - Trigger **New contribution** Triggers when a new contribution (a donation batch) is recorded in Aplos. Use Get contribution with its ID to read the donors, purposes and amounts. - Trigger **New or updated contact** Triggers when a contact (a donor, individual or company) is added or changed in Aplos. - Action **Add contribution** Records a contribution (donation record) in Aplos, with one or more lines each crediting a contact and a purpose. - Action **Add payable** Creates an accounts payable bill in Aplos, split across one or more expense lines by account and fund. - Action **Add transaction** Creates an accounting transaction (journal entry) in Aplos. The transaction lines must balance by amount and fund. - Action **Find contacts** Returns the contacts that match the specified name, email, type or last-updated time. - Action **Find contributions** Returns contributions (donation records) that match the specified contact, name and date criteria. - Action **Find transactions** Returns accounting transactions that match the criteria you supply (contact, fund, account, amount, date range, memo, note, tags, reconciled status). - Action **Get contact** Retrieve a single Aplos contact (individual or company) by its ID, including emails, phones and addresses. - Action **Get contribution** Retrieve a single Aplos contribution record by its ID. - Action **Get payable** Retrieves a single payable (bill) by its id. - Action **Get transaction** Retrieves a single accounting transaction, including its lines (account, fund, amount) and contact. - Action **List accounts** Lists the accounts in the organization's chart of accounts, optionally filtered by enabled status, name or account type. - Action **List funds** Lists the funds in the Aplos organization, optionally narrowed by name or fund balance account number. - Action **List purposes** Lists the donation purposes in the Aplos organization, optionally filtered by name or enabled status. - Trigger **New Visit** Triggers when a new visit to your website by an identified business is recorded in Lead Forensics. - Trigger **New Visit Filtered** Triggers when a new website visit matches one of your Lead Forensics trigger reports. - Action **Find businesses by assigned user** Returns the businesses assigned to a chosen Lead Forensics user that visited your website within a date range. - Action **Find businesses by category** Returns the businesses in a chosen Lead Forensics category that visited your website within a date range. - Action **Find pages by visit** Returns the pages viewed during a Lead Forensics visit, with the time, address, title and referring site of each page view. - Action **Find visits by business** Returns the website visits made by a given business, optionally limited to a date range. - Action **Find visits by conversion** Returns the website visits that reached the chosen conversion, optionally limited to a date range. - Action **Get business** Returns a business identified by Lead Forensics, including its address, phone, website, industry and size. - Action **Get visit** Returns a single website visit by its id, including the visiting business, start and end times, page count, keywords and referrer. - Action **List businesses** Returns every business that visited your website within the date range you choose. - Action **List visits** Returns the visits businesses made to your website, optionally limited to a date range. ## Each app on its own - [ **Aplos** Aplos is fund accounting and donor management software for churches and nonprofits: contacts and donors...](https://apiant.ai/connections/aplos) - [ **Lead Forensics** Lead Forensics is software for turbo-charged lead generation.](https://apiant.ai/connections/lead-forensics) Reviews ## What our customers say ## More from Aplos - [ **Aplos to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/aplos-to-salesforce) - [ **Aplos to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/aplos-to-stripe) - [ **Aplos to JotForm** JotForm is a web-based WYSIWYG form builder. Create forms, integrate them into your site, and collect...](https://apiant.ai/connect/aplos-to-jotform) - [ **Aplos to OpenAI** OpenAI's platform for text generation (Responses + Chat Completions), image generation (gpt-image-1 /...](https://apiant.ai/connect/aplos-to-openai) - [ **Aplos to Ontraport** Ontraport is an all-in-one CRM, marketing automation, and e-commerce platform.](https://apiant.ai/connect/aplos-to-ontraport) - [ **Aplos to Freshworks CRM** Freshworks CRM (Freshsales Suite) — manage contacts, sales accounts, deals, notes, tasks, and appointments.](https://apiant.ai/connect/aplos-to-freshworks-crm) ## More into Lead Forensics - [ **HubSpot to Lead Forensics** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-lead-forensics) - [ **Google Sheets to Lead Forensics** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-lead-forensics) - [ **Gmail to Lead Forensics** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-lead-forensics) - [ **Google Calendar to Lead Forensics** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-lead-forensics) - [ **Google Drive to Lead Forensics** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-lead-forensics) - [ **ActiveCampaign to Lead Forensics** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-lead-forensics) Questions ## Aplos and Lead Forensics, answered ### ### What can start an automation from Aplos? Any of Aplos's 3 triggers in the catalog, including New contact, New contribution and New or updated contact. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Lead Forensics when something happens in Aplos? Any of Lead Forensics's 9 actions, including Find businesses by assigned user, Find businesses by category, Find pages by visit and Find visits by business. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Lead Forensics to Aplos? Yes. When something happens in Lead Forensics, your agent can act in Aplos too. This page covers both directions: Lead Forensics's triggers and Aplos's actions are listed here as well. ### ### Do I have to build a connector for Aplos or Lead Forensics? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Aplos and Lead Forensics without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.